See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $481,479 | $209,411+129.9% | $178,490+169.8% | $158,922+203.0% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 13.03% | 188.75%-175.7pp | 151.07%-138.0pp | 302.83%-289.8pp |
| Employer contribution / active EE | $11,259 | $5,706+97.3% | $5,011+124.7% | $4,761+136.5% |
| Participant deferral / active EE | $14,179 | $5,954+138.1% | $5,202+172.6% | $5,982+137.0% |
| Admin fee / account holder | $406 | $17,074-97.6% | $13,984-97.1% | $11,246-96.4% |